eFront Invest OMS
from BlackRock Solutions
Order management for alternative investments, workflow automation, compliance, integration with portfolio monitoring and financial reporting; tailored for private equity and fund of funds.
Category:
Order Management Systems (OMS)
Software that facilitates the execution of investment decisions through trade order generation, routing, and execution. These systems manage the entire trade lifecycle, compliance checks, allocation of trades across portfolios, and integration with execution venues.
Analysis on right >
Order Management Systems (OMS) analysis
Client Service & Support
(8 Yes /8 Known /10 Possible features)
|
1. Comprehensive Service Level Agreement (SLA)
A clearly defined agreement covering uptime, support levels, and issue response.
Comprehensive SLAs are described for SaaS contracts in BlackRock documentation.
|
|
|
2. Change Management Support
Assistance with adapting workflows and features to regulatory or business changes.
Change management support for upgrades and regulatory requirements is standard for institutional clients.
|
|
|
3. Client Community/Forum Access
Ability to interact with other clients and share feedback.
Client community discussion forums supported for SuperUser clients (as noted in BlackRock/eFront support resources).
|
|
| ? |
4. Yearly System Updates
Frequency of major product upgrades and enhancements.
No information available
|
| ? |
5. Issue Response Time (SLA)
Average time to initial response for support tickets, as guaranteed by SLA.
No information available
|
|
6. User Training Programs
Formal training offerings and user education.
User training programs (guidance, online or in-person) are standard for enterprise onboarding.
|
|
|
7. Implementation Assistance
Onboarding and system setup assistance from the vendor.
Onboarding and implementation services promoted by eFront implementation/support team.
|
|
|
8. In-Product Help & Knowledge Base
Accessible documentation, FAQs, and help resources within the product.
In-product knowledge base and help system provided.
|
|
|
9. Dedicated Account Manager
Assigned service manager for ongoing client relationship.
Dedicated account managers included in enterprise contracts.
|
|
|
10. 24/7 Support Availability
Round-the-clock technical assistance for clients.
24/7 customer support via BlackRock is available for enterprise clients.
|
Scalability & Flexibility
(8 Yes /8 Known /10 Possible features)
Please log in to see this information. (Why do we ask this?)
Performance & Reliability
(5 Yes /5 Known /10 Possible features)
Please log in to see this information. (Why do we ask this?)
Workflow & Automation
(9 Yes /9 Known /10 Possible features)
Please log in to see this information. (Why do we ask this?)
Data Management & Quality
(9 Yes /9 Known /10 Possible features)
Please log in to see this information. (Why do we ask this?)
Security & Access
(9 Yes /9 Known /10 Possible features)
Please log in to see this information. (Why do we ask this?)
Reporting & Analytics
(8 Yes /8 Known /10 Possible features)
Please log in to see this information. (Why do we ask this?)
User Experience & Workflow
(6 Yes /6 Known /10 Possible features)
Please log in to see this information. (Why do we ask this?)
Compliance & Risk Controls
(8 Yes /8 Known /10 Possible features)
Please log in to see this information. (Why do we ask this?)
Integration & Connectivity
(6 Yes /6 Known /10 Possible features)
Please log in to see this information. (Why do we ask this?)
Core Order Management
(9 Yes /9 Known /13 Possible features)
Please log in to see this information. (Why do we ask this?)
Publicly available data.
If you are the vendor, claim your page